PORTER WHITE INVESTMENT ADVISORS, INC.
Firm details
- Headquarters
- Birmingham, Alabama
- CRD number
- 110876
- Registered since
- May 12, 2005
- Website
- pwco.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI67.4%
- Charitable Organizations17.07%
- Pension & Profit Sharing Plans13.17%
- Corporations / Businesses2.15%
- Individuals0.2%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Porter White Investment Advisors, Inc. is an independent RIA formed in 2005 that positions itself as a capital allocator serving both high-net-worth individuals/families and institutional clients. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting and the selection of other advisers. The firm charges clients via a mix of percentage-of-AUM, hourly and fixed-fee arrangements and does not identify as an active ESG investor. Industry affiliations listed include registration as a municipal advisor and an association with a law firm.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds92%
- Cash & Cash Equivalents5%
- Exchange Traded Equities1%
- US Government Bonds1%
- State & Local Bonds1%
Contacts
3 of 4GOODLOE WHITE
PresidentCRD 2929235
JAMES WHITE
ChairmanCRD 465104
Ross Walker
AssociateCRD 7324039
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 40Active vs passive
$250M in ETFs
3%
$8.2M
96%
$241M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $94.8M | 2,439,644 | 37.96% |
Location
Birmingham, AL
JEFFERSON
Location
Birmingham, AL
Headquartered in Birmingham, AL, anchoring the Birmingham-Hoover-Talladega, AL metro in the South.
- Metro area
- Birmingham-Hoover-Talladega, AL
- Region
- South
- County
- JEFFERSON
- Address
- 1927 1st Ave N
- Time zone
- CT (UTC-6)
- Office locations
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